# Flat-fee financial advisors in South Carolina

> In South Carolina, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Stephen Maggard of Abacus Planning Group, Inc. and Katherine Hollenbeck of Keen Capital.

Page: https://find.wellspent.co/by/flat-fee-financial-advisors/south-carolina/
215 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who charge flat or fixed fees in South Carolina?

In South Carolina, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Daniel Patterson of Sweetgrass Financial Planning, Stephen Maggard of Abacus Planning Group, Inc. and Katherine Hollenbeck of Keen Capital.

## How many fee-only advisors who charge flat or fixed fees in South Carolina are there?

The Wellspent public graph lists 215 fee-only advisors who charge flat or fixed fees in South Carolina, at 121 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who charge flat or fixed fees in South Carolina located?

Of the 215 fee-only advisors who charge flat or fixed fees in South Carolina, 25 are in Columbia, followed by 25 in Greenville and 25 in Charleston.

## How do fee-only advisors who charge flat or fixed fees in South Carolina charge?

The most common fee among fee-only advisors who charge flat or fixed fees in South Carolina is a percentage of assets, used by 94% of the 215 with fees on file. Many use more than one: 82% charge fixed fees and 60% charge by the hour.

## How many fee-only advisors who charge flat or fixed fees in South Carolina hold the CFP?

43% of the 215 fee-only advisors who charge flat or fixed fees in South Carolina hold the CFP certification, based on the credentials listed on each record.

## How much do fee-only financial advisors charge in South Carolina?

Fee-only financial advisors in South Carolina charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 12 South Carolina firms.

## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?

We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.

## What should I ask fee-only advisors who charge flat or fixed fees in South Carolina?

What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?

## How current is this list of fee-only advisors who charge flat or fixed fees in South Carolina?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Charles Harper](https://find.wellspent.co/advisors/charles-harper.md) | Harper Financial Planning LLC | Columbia, South Carolina | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [John Gugle](https://find.wellspent.co/advisors/john-gugle.md) | Gugle Wealth Advisory LLC | Indian Land, South Carolina | CFP, CDFA, CRPC, TPCP | Flat fee or retainer, Ongoing planning fee |
| [Charles Thomas](https://find.wellspent.co/advisors/charles-thomas.md) | Intrepid Eagle Finance | Clover, South Carolina | CFP, MBA | Ongoing planning fee, Percentage of assets |
| [Jim Mahaney](https://find.wellspent.co/advisors/jim-mahaney.md) | Mavericus Retirement Services | Georgetown, South Carolina | CFP | One-time planning fee |
| [Brittany Wolff](https://find.wellspent.co/advisors/brittany-wolff.md) | Wolff Financial | Greenville, South Carolina | CFP, AAMS | Ongoing planning fee, Percentage of assets, One-time planning fee |
| [Matthew McCoy](https://find.wellspent.co/advisors/matthew-mccoy.md) | Southbound Wealth LLC | Rock Hill, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee |
| [Matthew Morris](https://find.wellspent.co/advisors/matthew-morris.md) | Multipath Wealth Management | Columbia, South Carolina | CFP, MSFP | Ongoing planning fee |
| [Myles Brandt](https://find.wellspent.co/advisors/myles-brandt.md) | Charleston Financial Advisors, LLC | Charleston, South Carolina | CFP, MS | Percentage of assets, One-time planning fee, Ongoing planning fee |
| [Clayton Quamme](https://find.wellspent.co/advisors/clayton-quamme.md) | AP Wealth Management | Columbia, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Colin Moynahan](https://find.wellspent.co/advisors/colin-moynahan.md) | TWENTY FIFTY CAPITAL, LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees |
| [George Jameson](https://find.wellspent.co/advisors/george-jameson.md) | Capital Wealth Group | Columbia, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Grant Maddox](https://find.wellspent.co/advisors/grant-maddox.md) | Hampton Park Financial Planning | Charleston, South Carolina | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly, Percentage of assets |
| [Manuel Martinez](https://find.wellspent.co/advisors/manuel-martinez.md) | Charleston Wealth Advisors | Mount Pleasant, South Carolina | CFP | Flat fee or retainer, Percentage of assets |
| [Reggie Fairchild](https://find.wellspent.co/advisors/reggie-fairchild.md) | Flip Flops and Pearls, LLC | Mount Pleasant, South Carolina | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Stephen Maggard](https://find.wellspent.co/advisors/stephen-maggard.md) | Abacus Planning Group, Inc. | Columbia, South Carolina | CFP, MS, CAIA, CFA, AIF, BA | Percentage of assets, Hourly, Fixed fees |
| [Daniel Patterson](https://find.wellspent.co/advisors/daniel-patterson.md) | Sweetgrass Financial Planning | Mt. Pleasant, South Carolina | CFP, MBA, EA | Ongoing planning fee, Percentage of assets |
| [David Hunter](https://find.wellspent.co/advisors/david-hunter-8869.md) | Horizons Wealth Management, Inc | Greenville, South Carolina | CFP | One-time planning fee |
| [Conrad Seastrunk](https://find.wellspent.co/advisors/conrad-seastrunk.md) | Seastrunk Financial Management, LLC | Florence, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Eden Bowen](https://find.wellspent.co/advisors/eden-bowen.md) | Fee-Only Financial Planning, L.C. | Okatie, South Carolina | CFP, MS | Percentage of assets, Hourly, Fixed fees |
| [Brad Kingsley](https://find.wellspent.co/advisors/brad-kingsley.md) | Kingsley Financial LLC | Mount Pleasant, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Daniel Johnson](https://find.wellspent.co/advisors/daniel-johnson-2206195.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets |
| [Jeremy Finger](https://find.wellspent.co/advisors/jeremy-finger.md) | Riverbend Wealth Management | Myrtle Beach, South Carolina | CFP | Percentage of assets |
| [Shawn Brunner](https://find.wellspent.co/advisors/shawn-brunner.md) | Coastal Wealth Advisors | Johns Island, South Carolina | CFP | One-time planning fee |
| [Tyler Peterson](https://find.wellspent.co/advisors/tyler-peterson.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets |
| [Brandon Cabaniss](https://find.wellspent.co/advisors/brandon-cabaniss.md) | Telos Partners | Greenville, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Claudia Bellars](https://find.wellspent.co/advisors/claudia-bellars.md) | Bellars Harris Wealth Management | Mount Pleasant, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Daniel Heidel](https://find.wellspent.co/advisors/daniel-heidel.md) | Integritas Wealth Strategies | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jamie Stone](https://find.wellspent.co/advisors/jamie-stone.md) | Means Wealth Management | Greenville, South Carolina | CFP, ChFC | Percentage of assets, Flat fee or retainer, One-time planning fee |
| [Jonathan Wallace](https://find.wellspent.co/advisors/jonathan-wallace.md) | Wayfinder Wealth Warriors | Lexington, South Carolina | CFA | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Brett Fellows](https://find.wellspent.co/advisors/brett-fellows.md) | Oak Capital Advisors | Mt. Pleasant, South Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Heidi Yoshida](https://find.wellspent.co/advisors/heidi-yoshida.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [James Runey](https://find.wellspent.co/advisors/james-runey.md) | Runey & Associates Wealth Management | Mount Pleasant, South Carolina | CFA | Percentage of assets |
| [Katherine Hollenbeck](https://find.wellspent.co/advisors/katherine-hollenbeck.md) | Keen Capital | Chapin, South Carolina | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Laura Cook](https://find.wellspent.co/advisors/laura-cook.md) | Flourish Financial Life Planning | Anderson, South Carolina | CFP | Ongoing planning fee, One-time planning fee, Percentage of assets |
| [Lisa Quadrini](https://find.wellspent.co/advisors/lisa-quadrini.md) | Brandywine Oak Private Wealth | Kiawah Island, South Carolina | CFP | Percentage of assets |
| [Michelle Myhre](https://find.wellspent.co/advisors/michelle-myhre.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sarah Huie](https://find.wellspent.co/advisors/sarah-huie.md) | Oak Advisors | Bluffton, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Steven Mullooly](https://find.wellspent.co/advisors/steven-mullooly.md) | Mullooly Wealth Planning | Clover, South Carolina | CFP | One-time planning fee, Percentage of assets |
| [Thomas Gore](https://find.wellspent.co/advisors/thomas-gore.md) | Keen Capital | Chapin, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Jones](https://find.wellspent.co/advisors/andrew-jones.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Charles Capasso](https://find.wellspent.co/advisors/charles-capasso.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Craig Ritter](https://find.wellspent.co/advisors/craig-ritter.md) | Continuum Wealth Management | Greenville, South Carolina | CFP | Percentage of assets, Ongoing planning fee |
| [Jared Crawford](https://find.wellspent.co/advisors/jared-crawford.md) | Rigden Capital Strategies | Myrtle Beach, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jessica Rusnock](https://find.wellspent.co/advisors/jessica-rusnock.md) | Verity Investment Partners | Beaufort, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Kellen Thayer](https://find.wellspent.co/advisors/kellen-thayer.md) | Advisor.com | Charleston, South Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Matt Morizio](https://find.wellspent.co/advisors/matt-morizio.md) | Reconstructing Wealth | Daniel Island, South Carolina |   | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee |
| [Michael O'Connor](https://find.wellspent.co/advisors/michael-o-connor.md) | Capasso Planning Partners | Charleston, South Carolina | CFP | Percentage of assets, Hourly, Fixed fees |
| [Michael Williamson](https://find.wellspent.co/advisors/michael-williamson.md) | Advisor.com | Charleston, South Carolina |   | Flat fee or retainer, Percentage of assets, Ongoing planning fee |
| [Steven Pickard](https://find.wellspent.co/advisors/steven-pickard.md) | Carswell Investments | Daniel Island, South Carolina | CFP | Percentage of assets, Fixed fees |
| [Brooke Crawford](https://find.wellspent.co/advisors/brooke-crawford.md) | Wise Planning | York, South Carolina | CFP | Ongoing planning fee |

Showing the first 50 of 215. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/south-carolina/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).